Why This Role Stands Out
This is an exciting opportunity to join a globally recognized investment platform and contribute to making investing more accessible in Australia. If you're a people-oriented individual with a knack for simplifying financial concepts and a passion for exceptional customer service, you'll thrive in this dynamic role within a purpose-driven team. Apply now to be part of the wealth-tech revolution!
Quick Overview
Job Description
Join Moomoo as a Client Service Specialist
Ready to change the way Australians invest? At Moomoo, you’re not just joining a leading global investment platform; you’re becoming part of a lively, purpose-driven team that believes smarter investing should be accessible to all. With more than 27 million users worldwide and a strong local presence, we’re shaking up wealth-tech, and we want you on our journey!
What You’ll Do
As our Client Service Specialist in Sydney, you’ll be the friendly face that welcomes clients into our experiential store—helping them get started, guiding them through our platform, and making sure their investing experience is smooth and enjoyable. If connecting with people and making financial concepts simple sounds exciting, this is your chance to shine in a fast-growing industry.
Your Day-to-Day:
- Welcome and assist new clients with account opening and app navigation.
- Answer basic questions and help clients feel confident using Moomoo’s innovative features.
- Support marketing events and workshops - be part of the buzz around our newest campaigns.
- Work with your team to keep store operations on track and clients happy.
- Help with documentation and compliance, always keeping client information safe.
- Assist sales efforts by following up on leads and supporting client acquisition goals.
- 1–2 years’ experience in customer service, preferbally financial advice, or retail investment services
- Basic knowledge of financial markets and trading platforms
- People-focused: great communicator (English; Mandarin/Cantonese a plus)
- Organised, detail-oriented, and comfortable with multitasking
- Willing to work rotating shifts, including weekends and holidays
- Tech-savvy and keen to learn new digital tools
- Customer-first problem solver who’s always ready to help
Preferred Qualifications
- Previous retail or store sales experience.
- Team management or training experience.
- Active Moomoo user.
- Familiar with local community resources.
- Experience in pop-up store or temporary retail space operations.
- Familiar with mall partnership processes and promotional calendar planning.
Perks & Benefits
- Growth: Work for a leader in digital brokerage, with unlimited career opportunities
- Competitive rewards: Market-driven salary and performance bonuses that reflect your impact
- Coverage: Comprehensive insurance for you and your family
- Culture: A fun, diverse workplace with frequent team events and celebrations
- Surprises in store: More benefits revealed as you progress through the hiring process!
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